One Year Reports

Home Contents Index Member Center Download Collect! Users Help

Collect! Credit and Collection Software™

Client Reports And Letters

Any of these samples can be modified as needed. Copy and paste the report several times to create a whole series, be sure to give each its own unique name. Make modifications to each copy as needed and quickly move on. Pull additional information from the database using printable field codes in Collect!. If you would like to take advantage of our customization services, please contact sales@collect.org.

NOTE: These are sample reports only. They may not apply to your usage.
Use of this system indicates acceptance of our terms * Legal Notices

Year-To-Date Report

Description:
This report will show amounts listed in each month and then the amount paid in each month to that listed amount.
Requirements:
- Company Details form needs to be filled out.
- Client form needs to be filled out.
- The Client needs Debtors who have been listed within the last year

Monthly Spindown Report

Closed Monthly Step/Spindown Report 1yr.

Description:
This report is designed to run from the Client dialog,it shows columns of the accounts listed during the month. It then shows you the number of accounts closed that month and their owing.The report then proceeds through the step down by month of accounts listed and the accounts closed for each month for the life of the listed accounts for that month.
The full history report simply has a loop at the bottom that counts ALL
accounts listed and closed prior to the current year in the report.
Requirements:
- Company Details form needs to be filled out.
- Client form needs to be filled out.
- The Client needs Debtors who have been listed within the last year.
- This report is to be run from the Client Dialog.
- Requires Printer control code @K not to be in use

Multi Year Spindown

Description:
This report produces a spindown over a selected number of years and outputs this to a spreadsheet.
This report will show amounts listed in each month and the amount paid each month to that listed amount.
View 11503.csv
Requirements:
- Company Details form needs to be filled out.
- Client form needs to be filled out.
- The Client needs Debtors who have been listed within the year(s) you enter for the year range.

Monthly Step/SpinDown Report Client Rng.

Description:
This report shows Listed and Paid amounts for accounts in the past 12 months. For each month, this report will show total amount listed and then the total amount paid of the listed amount for each month covered in the spindown. The report prompts for a Client Number range and lists statistics for all clients within the specified range.
Requirements:
- Company Details form needs to be filled out.
- Client form needs to be filled out.
- The Client needs Debtors who have been listed within the last year.

Monthly Spindown Client Group

Description:
This report produces a one year spindown report for a group of clients. Clients are included in the group if they each have an identical identifier in the Client User 1 field, such as CL5. The report is run from one single client in the "group" and Collect! will pick out all the others when the report runs.
Requirements:
- Company Details form needs to be filled out.
- Each Client to be included must have their Client form filled out.
- Each Client to be included must have debtors listed within the past year.
- To be included, each Client must contain an indentical identifier in the User 1 field on the Client form. This creates the "Client Group."
- This report must be run from a SINGLE Client. Collect! will pick out all the others in the "group" when the report runs. DO NOT select and tag several clients

Year To Date Summary 2

Description:
This report will show amounts listed in each month and then the amount paid in each month to that listed amount. Total Commissions paid each month are also displayed. Gross and Net Recovery percentages are calculated for each month's activity.
Requirements:
- Company Details form needs to be filled out.
- Client form needs to be filled out.
- The Client needs Debtors who have been listed within the last year

Year To Date CSV

Description:
This report will show amounts listed in each month and then the amount paid in each month to that listed amount. Total Commissions paid each month are also displayed. Gross and Net Recovery percentages are calculated for each month's activity. This report prints to CSV.
View 11511.csv
Requirements:
- Company Details form needs to be filled out.
- Client form needs to be filled out.
- The Client needs Debtors who have been listed within the last year.
- This report PRINT DESTINATION must be FILE (not SPREADSHEET

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this help page.

Please click this link to send us your comments: info@collect.org